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The Motley FoolThe Motley Fool··Manali Pradhan, Cfa

Nvidia's $1T AI Demand Cushion Defies 2026 Stock Decline

$NVDA down 10.2% in 2026 despite securing $1 trillion in visible AI demand through 2027, signaling investor pessimism contradicted by fundamentals.
NVDAhyperscalersAI infrastructure
The Motley FoolThe Motley Fool··Billy Duberstein

AWS Projects Years of Capacity Constraints as Amazon Defends $200B Investment Plan

AWS expects years of capacity constraints, projecting strong demand will absorb all server capacity produced. CEO defends Amazon's aggressive $200B investment plan.
MSFTAMZNORCLORCLpDAWScloud infrastructure